About Oak Wealth Advisors

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

A Fiduciary Financial Services Firm FORM CRS

Contact Info

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info@oakwealth.com
847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062
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About Us

  • About Us at Oak Wealth Advisors

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.

From the day we began our firm, we have operated as a fiduciary firm. View our Fiduciary Manifesto here.

MEET OUR STAFF BELOW…

Michael C. Walther II CPA/PFS, CFP ® , CFA ®
Michael Walther
President & Managing Member

Mike founded Oak Wealth Advisors LLC in 2008. Mike’s passion for helping people led him to open the firm so that families seeking experienced and objective financial advice could access the same quality of service that has traditionally been available only to the wealthy.     email
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    Randi Gillespie
    Randi Gillespie
    Director Special Needs Services

    Randi counsels families with special needs members and develops the materials that are used to assist them in maximizing their opportunities. Her passion, training, and experience provide her with a unique set of skills for connecting with our clients and delivering strategies.     email
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      Jan Gargula Director Office Operations
      Jan Gargula
      Director Office Operations

      Jan enhances our service to our clients. She interacts with clients and our other trusted relationships on a regular basis. She ensures prompt responses to client inquiries and simplified paperwork related to their investment management.     email
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